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The tab "Create processes" → "Subscriptions" allows you to search for, create and edit operations (subscriptions). Subscriptions are operations that are carried out in specific intervals, e.g. a magazine subscription. If an operation was created using the "Direct debit payment" or "Credit card payment" paymethods, you can also create a subscription directly using the detailed view of an operation.
All paymethods except for "Direct debit" or "Credit card payment" require customer interaction to renew an operation. You can therefore only create subscriptions using the "Direct debit" or "Credit card payment" paymethods. |
Overview of the search criteria
- "Period" selection field
- "Operation characteristics" selection field
- "Search and Filter" button
- "New subscription" button
Activating the "Operation characteristics" selection field
Operation characteristics describe the type of operation, along with the status it has. You can enter three different operation characteristics: Specific details, subscriptions and status.
Selecting specific details
Descriptions of the specific details can be found in the "Specific details" table below.
| The "Details" input field next to the "No specific detail" drop-down menu allows you to narrow the search to a number or a code (card number, pseudo card number, etc.). The character string that is entered depends on the specific detail selected in the drop-down "No specific detail" menu. |
Specific detail | Description |
|---|---|
Subscription reference | The subscription reference is a code that you have assigned and that allows you to uniquely identify the subscription that was created |
Subscription reference (partial search) | Selecting "Subscription reference (partial search)" allows a search to be made for parts of the subscription reference |
Card number | The card number is the number on the credit card that allows a unique assignment |
Pseudo card number | The pseudo card number (PCNr) is an adequate substitute for the card number. Pseudo card numbers can be saved and used without a PCI certification in order to avoid having to enter the card data again in the shop. |
IBAN | An IBAN is a standardised international bank account number and is used to identify a bank account. The IBAN is comprised of the bank code, the previous account number, the country code (DE for Germany) and the two-digit validation code. |
Selecting the status
Descriptions of the statuses can be found in the "Status" table below.
| Status | Description |
|---|---|
OK | The status of the operation is "OK". The operation has been completed. |
| The status of the operation is "OK". The operation was successful. |
| The status of the operation is "OK". The authorisation of the operation was successful. |
ERROR | The status of the operation is "ERROR". The operation could not be completed. |
WITHOUT STATUS | The status of the operation is "WITHOUT STATUS". The operation has not yet been started. |
Selecting the activity status
Descriptions of the statuses can be found in the "Activity status" table below.
| Activity Status | Description |
|---|---|
Active | The subscription is carried out in the selected cycle. |
Inactive | The subscription is not being carried out, but has been created. |
Opening the detailed view of a subscription
You can open a detailed view for every subscription in the search results. More information about the customer and operation data are provided to you in the detailed view. Moreover, you can edit the subscription in the detailed view.
Proceed as follows to open the detailed view of a subscription:
1. Select the values in the selection fields.
2. Click on the "Search and Filter" button.
→ verifies the values entered. If the values are invalid, a message showing the reason why will appear in red. If the values are valid, the search results will be shown.
- "Subscription reference" column
- "Subscription reference number" of a subscription
3. Click on the subscription reference number for the required subscription in the "Subscription reference" column.
→ The detailed view of a subscription opens.
Editing subscriptions
You can open a detailed view for every subscription in the search results. The detailed view gives you the option of making subsequent edits to the subscription.
Proceed as follows to edit the subscription:
1. Open the detailed view of a subscription.
- "Change subscription" button
2. Click on the "Change subscription" button.
→ verifies the values entered. If the values are invalid, a message showing the reason why will appear in red. If the values are valid, the input fields appear.
- "Period" selection field
- "Operation data" selection field
- "Card data" selection field
- "Information about your shopping cart" input field
- "Confirm" button
3. Select the period within which the subscription should be carried out.
The subscription reference is a code that you have assigned and that allows you to uniquely identify the subscription that was created. |
4. Enter the subscription reference.
5. Select the cycle.
6. Select the status.
The amount entered depends on the currency selected beforehand from the drop-down "Currency" menu. You must enter the amount in the largest currency unit using the decimal notation applicable for the currency (e.g. €10.50). Whether decimals are allowed depends on the respective currency. |
7. Enter the amount.
9. Enter the expiry date.
The "Information about your shopping cart" input field must be filled in according to the rules for the paymethod and the payment method provider applicable when the operation was created. The corresponding parameters in the paymethods are "OrderDesc" and "OrderDesc2". |
9. Enter the product or reason for the subscription.
10. Click on the "Confirm" button.
→ verifies the values entered. If the values are invalid, a message showing the reason why will appear in red. If the values are valid, the subscription is changed.
Creating a subscription
- "Period" selection field
- "Operation characteristics" selection field
- "Search and Filter" button
- "New subscription" button
Proceed as follows to create a subscription:
1. Click on the "New subscription" button.
→ The detailed view of a subscription opens.
- "Period" selection field
- "Operation data" selection field
- "Information about your shopping cart" input field
- "Create subscription" button
2. Select the period within which the subscription is active.
The subscription reference is a code that you have assigned and that allows you to uniquely identify the subscription that was created.. |
3. Enter the subscription reference.
4. Select the cycle.
| Paymethod | Description |
|---|---|
| Card | The subscription is created using the paymethod "credit card payment".
Fig. Card data |
| Direct Debit | The subscription is created using the paymethod "direct debiting".
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5. Select the paymethod.
→ Depending on the paymethod selected, the corresponding input fields from the "Selecting a paymethod" table will appear.
| Please make sure that you enter all digits in the credit card number without spaces. |
6. Enter the card or account data.
The amount entered depends on the currency selected beforehand from the drop-down "Currency" menu. You must enter the amount in the largest currency unit using the decimal notation applicable for the currency (e.g. €10.50). Whether decimals are allowed depends on the respective currency. |
7. Select the currency and enter the amount.
The "Information about your shopping cart" input field must be filled in according to the rules for the paymethod and the payment method provider applicable when the operation was created. The corresponding parameters in the paymethods are "OrderDesc" and "OrderDesc2". |
8. Enter the product or reason for the subscription.
9. Click on the "Create subscription" button.
→ verifies the values entered. If the values are invalid, a message showing the reason why will appear in red. If the values are valid, the subscription is created for the account or the credit card specified.